Michael Gauthier
Michael Gauthier is a CFP-designated registered investment advisor at Strategic Income Group LLC, based in Chandler, AZ, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 368 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.45% |
Fees are generally negotiable based on scope and complexity. Households with less than $60,000 average per account are subject to an annual $80 administrative fee.
Fee Estimator
Location
2330 W. Ray Road, Suite #3, Chandler, AZ, 85224
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is involved in several real estate rental and holding companies, as well as being the author of financial education material. He also owns a company that is a certified legal document preparer and runs a family office service, spending minimal time on each. Michael also has a general insurance agency, dedicating a few hours per week.
Employment History
Current Registrations
Strategic Income Group LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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